CEO Satya Nadella discusses Microsoft cloud revenue for 2019

Microsoft Blows Away Amazon in 2019 Cloud Revenue: 30% Bigger

January 30, 2020
Microsoft’s latest blowout quarter brings its total enterprise-cloud revenue for calendar 2019 to $44.7 billion, making its cloud business about 30% larger than the approximately $34.8 billion that I expect Amazon to report for AWS tomorrow. Microsoft’s stellar $12.5 billion in cloud revenue for its fiscal Q2 ended Dec. 31, up 41%, should help correct
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CTO Mark Russinovich speaks about Microsoft boosting Azure reliability

Microsoft Tackles Top Challenge: Boosting Azure’s Reliability

January 28, 2020
With Azure having become Microsoft’s centerpiece for the future, the company’s making some huge investments around ML and other technologies to boost Azure’s reliability as more global corporations bet their businesses on it. Several months ago, I wrote about some earlier steps Microsoft was taking to address Azure’s reliability. Called After 3 Cloud Failures in
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New episode of Sadin on Digital: Flip a Switch. Boom, You’re in the 21st Century.

Flip a Switch. Boom, You’re in the 21st Century. | Sadin on Digital

January 21, 2020
“Sadin on Digital” episodes explore the fast-changing and high-stakes world of digital business. Wayne Sadin and I focus in particular on what CEOs and boards must do to lead their companies successfully into the Digital Age. Today, we talk 2020. Wayne shares his predictions, ideas and recommendations for boards and the C-suite. Episode 11 In
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Microsoft says that its cloud migrations are 5X cheaper than Amazon's

Why Microsoft and Not Amazon Is #1 in Cloud: Migrations Are 5X Cheaper

January 10, 2020
Microsoft’s long-time expertise with on-premises technology has helped it deliver cloud migrations that are often 5X less expensive than those offered by cloud-native archrival AWS, according to a Microsoft executive. Speaking at an investors conference last month, Microsoft corporate vice-president for cloud marketing Takeshi Numoto offered the following perspective on the dynamics involved when large
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Cloud Wars analyzes Microsoft Azure reliability, a challenge for 2020

Microsoft’s Most-Dangerous Challenge in 2020

January 2, 2020
While my #1 Cloud Wars story from 2019 is Microsoft’s excellent chance of topping $50 billion in cloud revenue for its fiscal 2020, the biggest threat to that achievement is an internal issue the company’s working hard to address. And that near-existential threat is the level of reliability of its Azure cloud. Six months ago,
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Microsoft under Satya Nadella will soon exceed 50 billion in cloud revenue

Why Microsoft Will Blow Past $50 Billion in Cloud Revenue: 5 Reasons

December 30, 2019
This simple but astonishing detail perfectly exemplifies the Cloud Wars’ runaway dynamism: Microsoft’s enterprise-cloud revenue will very likely exceed $50 billion for its fiscal year ending June 30, 2020. That’s $50 billion in cloud revenue. For one 12-month period. From one company.  Taken entirely on its own, Microsoft’s $50-billion cloud business would make it one
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Rohan Kumar explains Microsoft Azure Synapse Analytics at Ignite 2019

Microsoft Torches Google and Amazon on Big-Data Benchmarks, Says Microsoft

November 12, 2019
During a recent keynote talk by CEO Satya Nadella, Microsoft said its new Azure Synapse analytics service executed a complex query 75 times faster than Google’s BigQuery service, and another query 3 times faster than Amazon’s Red Shift. Now, before you think this is nothing more than measuring the quantity of angels dancing on pinheads,
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Microsoft Amazon and others are battling for AI leadership in the Cloud Wars

The Battle for AI Leadership: #1 Microsoft, #2 Amazon, #6 Google, #7 IBM Step Up

November 6, 2019
As AI and ML become mainstream business tools in the digital economy, four of the world’s most-influential companies with combined revenue of about $550 billion are each aggressively rolling out new AI-driven solutions that will change how the world works. Those four companies have a longstanding presence on my weekly Cloud Wars Top 10 rankings.
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Ammirati on Innovation, episode 7: what business is WeWork in?

Scandals Aside, What Business Is WeWork Really In? | Ammirati on Innovation

November 1, 2019
Each month, “Ammirati on Innovation” episodes will look at ways that the disruptive-startup mentality is spreading beyond young entrepreneurs to big established corporations. Serial entrepreneur, venture capitalist and Carnegie Mellon B-school professor Sean Ammirati, who sits at the intersection of these high-change dynamics, provides insight. Episode 7 In this episode, Sean and I kick off with
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